The Probate Realtor Show

🎙️Episode 31: Tips to Avoid Estate Litigation 👨‍💼With Special Guest: Tanner Pittman About Our Guest: Tanner Pittman is an attorney licensed to practice in Georgia and Alabama, He has practiced law serving both individuals and large organizational clients. Presently, his practice concentrates on estate services, civil litigation, and legal transactions. His varied background, ranging from retail...

🎙️Episode 30: Why a Will is NOT an Estate Plan! 👨‍💼With Special Guest: Brittany Britton About Our Guest: Brittany blends emotional insight and legal expertise to offer a contemporary approach to estate planning. She believes that a client who understands the ins and outs of the law is an empowered and satisfied client. Brittany always explains the law in plain English, approaches each situation...

🎙️Episode 29: What Are Beneficiary Rights? 👨‍💼With Special Guest: Scott Rahn About Our Guest: Scott Rahn resolves contests, disputes, and litigation related to trusts, estates, and conservatorships, creating a welcome peace of mind for clients. He represents heirs, beneficiaries, trustees, and executors. He utilizes his experience to develop and implement strategies that swiftly and cost-effecti...

🎙️Episode 28: What is incapacitation and how do you plan for it? 👨‍💼With Special Guest: Jennifer McNeil-Lozano About Our Guest: McNeil Lozano Law, PC is a boutique Trust and Estates Law Firm founded by Jennifer McNeil-Lozano, Esq. Our firm specializes in Estate Planning, Probate, Trust Administration, and General Business matters. Jennifer founded McNeil Lozano Law, PC in 2012 to provide quality...

🎙️Episode 27: What is a Material Fact in the Sale of Real Estate? 👨‍💼With Special Guest: Zachary Schorr About Our Guest: Zachary D. Schorr is well recognized as being one of the top and leading Real Estate Attorneys in Los Angeles and in California. The awards and recognitions that he has received show how dedicated he is to being a leading real estate attorney and achieving the best possible re...

🎙️Episode 26: Costly Mistakes in Estate Planning and Probate 👨‍💼With Special Guest: Darrell Harriman About Our Guest: Darrell Harriman graduated from UC Davis in 1976, and from McGeorge School of Law in 1979. He was sworn in as an attorney in late 1979, and started practicing law shortly afterward. Over the past 43 years he has handled a wide variety of legal matters, but during the last ten to...

🎙️Episode 25: Top 10 Celebrity Estate Planning Mistakes 👨‍💼With Special Guest: Lisa Golshani About Our Guest: Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and...

🎙️Episode 24: Everything You Need To Know About Conservatorships 👨‍💼With Special Guest: Beti Bergman About Our Guest: Beti Bergman is an attorney and counselor at law dedicated to serving her clients with judgment, courtesy, and diligence. In 1997, she started her legal career as a business litigator and then joined the Los Angeles City Attorney's Office in 2003 where she was civil litigator...

🎙️Episode 23: What Is Breach of Fiduciary Duty In Trust and Probate? 👨‍💼With Special Guest: Nicholas Van Brunt About Our Guest: Mr. Van Brunt focuses his practice on resolving disputes over trusts, estates, conservatorships, and other fiduciary matters. A respected member of the Los Angeles legal community, he is known as a pragmatic and effective advocate who seeks to achieve favorable results...

🎙️Episode 22: What is a wrongful death claim? With Adrianos Facchetti 👨‍💼With Special Guest: Adrianos Facchetti About Our Guest: Adrianos Facchetti is a member of the Consumer Attorneys Association of Los Angeles. He was selected to the 2014, 2015, and 2016 Southern California Super Lawyers Rising Stars List. The Rising Stars designation is a distinction given to no more than 2.5% of Southern Ca...

🎙️Episode 21: What is Long-term Care Insurance? With Dina Mabry 👨‍💼With Special Guest: Dina Mabry About Our Guest: Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professional...

🎙️Episode 20: Estate Planning For Real Estate Investors with Anthony Barilari 👨‍💼With Special Guest: Anthony S. “Tony” Barilari About Our Guest: After a brief career in welding and construction, Anthony S. “Tony” Barilari earned a Bachelor of Arts degree in English with High Honors from the University of California, Berkeley (2003) before earning his Juris Doctor from the University of Californi...

🎙️Episode 18: Avoid These Estate Planning Mistakes with Vanessa Terzian 👨‍💼With Special Guest: Vanessa Terzian About Our Guest: An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Vanessa Terzian began her legal career as a trust officer for Wells Fargo, N.A. Her experience at Well...

🎙️Episode 18: Ten False Reasons to Avoid Estate Planning! With Crista Hermance 👨‍💼With Special Guest: Crista Hermance About Our Guest: As an attorney with two young children, Crista has first hand knowledge and experience to understand how important planning is for young families. Estate planning can accomplish so many of your wishes to ensure that if something happened, your kids would be legal...

🎙️Episode 17: What is an Estate Plan Independent Review? With Nathan B Hoffman 👨‍💼With Special Guest: Nathan B Hoffman About Our Guest: Hoffman Law Firm was founded in 1999 by Nathan B. Hoffman. Nathan is a CA licensed attorney with over 30 years of experience in CA courtrooms & earned a personal AV rating from Martindale-Hubble in 1989. He works closely with clients guiding them through all...

🎙️Episode 16: What Is a 'Date Of Death' Appraisal? With Glen Kangas 👨‍💼With Special Guest: Glen Kangas About Our Guest: Glen Kangas has been a real estate appraiser in Southern California for 30 years. A Certified Residential Appraiser which is the highest form of Residential License in the state. He appraises a wide variety of properties, specializing in Luxury homes, TIC units and accu...

🎙️Episode 15: Things to Know about LGBT Estate Planning with Wendy Hartmann 👨‍💼With Special Guest: Wendy Hartmann Are you a member of the LGBTQ+ community? Have you considered estate planning? In this episode of our podcast, we'll be discussing all the things you need to know about LGBT estate planning. Many people think estate planning is only for the wealthy, but it's important for eve...

🎙️Episode 14: What is a Corporate Trustee? With Andy B. Chong 👨‍💼With Special Guest: Andy B. Chong Are you curious about the inner workings of a corporate trustee? Do you want to learn more about the role they play in managing trusts and other financial assets? Then, tune in to our latest podcast episode titled "What is a Corporate Trustee?" In this episode, we dive deep into the world...

🎙️Episode 13: What Should You Name Your Trust? What is a Conservatorship? 👨‍💼With Special Guest: Kevin Sayles In this episode Kevin Sayles talks about the intricacies of a Trust specifically with what you should name your Trust and what happens when the name of the Trust is unclear. In the later part, he discusses what Conservatorship is and how it works. Find out all about Trust and Conservator...

🎙️Episode 12: What Does a Probate Litigator Do? 👨‍💼With Special Guest: Jamie Gonzalez Jamie Gonzalez obtained a Bachelor of Arts degree in History at the University of California, Berkeley and a Juris Doctor from the University of San Francisco School of Law. She is a member of the Women Laywers Association of Los Angeles, the Los Angeles County Bar Association and the San Fernando Valley Bar As...

🎙️Episode 11: The Poor Man's Will, Preliminary Title Report, and Trust Mistakes 👨‍💼With Special Guest: Kevin Sayles Kevin Sayles, Vice President of Lawyers Title talks about his book the Probate Real Estate Sales 101. He calls it an “encyclopedia” to guide those who are new to probate, for real estate agents, and for real estate investors. In this episode he points out 3 topics: The Poor Man...

🎙️Episode 10: What is Trust Administration? 👨‍💼With Special Guest: Kim Millman Kim S. Millman brings her own unique history and experience to the practice of law. Her practice focuses on estate and tax planning, estate and trust administration; charitable planning and giving; and business succession planning. Ms. Millman received her Juris Doctor degree from Pepperdine University School of Law,...

🎙️Episode 9: How Does Title Insurance Work in Probate Real Estate Sales? 👨‍💼With Special Guest: Kevin Sayles Kevin Sayles started his career in the real estate industry by working in banking. While working for some of the nation’s largest savings institutions, Kevin received extensive training in lending, sales, appraisals, banking back office, escrow, title, retail and commercial banking. He be...

🎙️Episode 8: What is a Partition Action? 👨‍💼With Special Guest: Jennifer Felten, Esq. Jennifer Felten, Esq. is the principal owner of RELAW, APC, a boutique real estate law firm specializing in Escrow Title and Brokerage Law, Real Estate Development, Estate Planning and Probate. Ms. Felten has worked in the real estate industry since 1993, both on the transactional side as an escrow officer, and...

🎙️Episode 7: What Is Fiduciary Banking?  👨‍💼With Special Guest: Ronna Lubash Ronna Lubash has served the Business Banking community for 33 years, and joined Manufacturers Bank’s Trust and Estate Banking Program in 2019. Her expertise is in Private Banking and she has extensive knowledge working with attorneys and other professionals. She is recognized for her ability to review and analyze l...